See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,687 | $84,556-40.1% | $116,228-56.4% | $74,304-31.8% |
| Participation rate | 58.1% | 66.0%-8.0pp | 74.6%-16.5pp | 60.3%-2.3pp |
| Annual return | 14.37% | 18.35%-4.0pp | 90.06%-75.7pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,372 | $2,168-36.7% | $2,994-54.2% | $2,241-38.8% |
| Participant deferral / active EE | $1,792 | $3,814-53.0% | $4,953-63.8% | $3,767-52.4% |
| Admin fee / account holder | $5,836 | $3,792+53.9% | $11,989-51.3% | $2,969+96.6% |